Apresentação sobre video online no Mixx 2009, em NY, 21-09-09

1. The Future of Television and Online Video Sept 21, 2009

2. 62% of marketers believe the effectiveness of TV advertising has decreased since 2006. Source: ANA and Forrester Research, 2008

3. 62% of marketers believe the effectiveness of TV advertising has decreased since 2006. Source: ANA and Forrester Research, 2008 McKinsey: By 2010, traditional TV advertising will be 1/3 as effective as it was in 1990!

4. What % of Internet Users Watch Video Online? ?

5. What % of Internet Users Watch Video Online? comScore… 81% eMarketer… 72% Frank Magid… 75% LightSpeed… 72% AP/AOL…….. 40% Universal McCann.. 83% Ipsos……...… 67% Forrester.… 31% Pew… 52% Nielsen Online… 69% ABI Research… 63% Horowitz… 86%

7. % Online Users Watching Video: Forrester…………... 31% Pew……….............. 52% ABI Research…….. 63% Ipsos……………… 67% Nielsen…………….. 69% eMarketer………… 72% Lightspeed………... 72% Frank Magid Asso... 75% comScore……........ 81% Universal McCann.. 83%

8. Reality Check! Audience size Watching weekly 290 Million* 144 million*** 249 million** 53 million*** Source: *Nielsen Media Research, 2009; **BIGresearch, 2008 (86% of TV watchers); ***eMarketer, 2009 (based on aggregated data, about 37% of online video watchers watch weekly)

9. Reality Check! Audience size Watching weekly 290 Million* 144 million*** 249 million** 53 million*** Source: *Nielsen Media Research, 2009; **BIGresearch, 2008 (86% of TV watchers); ***eMarketer, 2009 (based on aggregated data, about 37% of online video watchers watch weekly) Watch an average of 4.7 hours per day --Nielsen, 2009 View online video < 4 hours per month 3.8 hours …… comScore 3.6 hours …… CTAM 3.5 hours …… Nielsen

10. Reality Check! Audience size Watching weekly 290 Million* 144 million*** 249 million** 53 million*** Source: *Nielsen Media Research, 2009; **BIGresearch, 2008 (86% of TV watchers); ***eMarketer, 2009 (based on aggregated data, about 37% of online video watchers watch weekly) Watch an average of 4.7 hours per day --Nielsen, 2009 View online video < 4 hours per month 3.8 hours …… comScore 3.6 hours …… CTAM 3.5 hours …… Nielsen According to Ball State University , based on actual observance of consumer behavior, online video accounts for only 1% of total video viewing time

11. What Are Online Video Viewers Watching? Short form = 83% of online video viewing (Nielsen, 2009) 8 of the top 10 most-popular video genres are short form --Frank Magid Assoc, 2009

12. What Are Online Video Viewers Watching? Short form = 83% of online video viewing (Nielsen, 2009) 8 of the top 10 most-popular video genres are short form --Frank Magid Assoc, 2009 % Watching Full- Length TV Shows: 28% --eMarketer, 2009 % of Internet Users Watching Full Length TV Shows Online: Blinkx/Harris Interactive…….. 44% Deloitte*……………………… 37% Conference Board…………... 36% Pew…………………………… 35% TNS (AOL/Google)**………… 29% eMarketer…………………….. 28% AvenueA/Razorfish***……….. 27% Nielsen Online*…………….. .. 25% Forrester* …………………….. 25% Ofcom………………………….. 23% Knowledge Networks………… 21% *Weekly usage; **past month usage; ***frequent or regular usage; ***adults viewing in past 3 months

13. What Are Online Video Viewers Watching? Short form = 83% of online video viewing (Nielsen, 2009) 8 of the top 10 most-popular video genres are short form --Frank Magid Assoc, 2009 % Watching Full- Length TV Shows: 28% --eMarketer, 2009 % of Internet Users Watching Full Length TV Shows Online: Blinkx/Harris Interactive…….. 44% Deloitte*……………………… 37% Conference Board…………... 36% Pew…………………………… 35% TNS (AOL/Google)**………… 29% eMarketer…………………….. 28% AvenueA/Razorfish***……….. 27% Nielsen Online*…………….. .. 25% Forrester* …………………….. 25% Ofcom………………………….. 23% Knowledge Networks………… 21% *Weekly usage; **past month usage; ***frequent or regular usage; ***adults viewing in past 3 months Are marketers tuning in?

14. % of US companies deploying some form of online video *Among senior-level marketing executives with over $1.0 million ad budgets Convergence!

15. % of US companies deploying some form of online video *Among senior-level marketing executives with over $1.0 million ad budgets Convergence!

16. “ 1 b illion dollars”

17. US online video ad spending, in millions US online video ad spending, in millions Source: eMarketer, March, 2009 4.3%

18. US online video ad spending, in millions US online video ad spending, in millions Source: eMarketer, March, 2009 MAGNA Global…… $699 LiveRail…………… $876 Oppenheimer…….. $900 Barclays………….. $917 SNL Kagan………. $980 Piper Jaffray……... $1,006 eMarketer………… $1,054 BMO Capital……... $1,200 Citi……..…………. $1,447 4.3%

19. US online video ad spending, in millions US online video ad spending, in millions Source: eMarketer, March, 2009 MAGNA Global…… $699 LiveRail…………… $876 Oppenheimer…….. $900 Barclays………….. $917 SNL Kagan………. $980 Piper Jaffray……... $1,006 eMarketer………… $1,054 BMO Capital……... $1,200 Citi……..…………. $1,447 Growth Rate for 2009: Oppenheimer……… 10% Barclays…………… 25% MAGNA Global…… 32% Piper Jaffray………. 37% SNL Kagan……….. 41% eMarketer………… 44% Barclays………….. 45% Citi…………………. 50% BMO Capital………. 56% 4.3%

20. Perspective: online video ad spending = $1.1 billion in 2009 $69.8 B US TV Spending

21. Perspective: online video ad spending = $1.1 billion in 2009 $69.8 B US TV Spending = 1.6% of TV $s

22. Online video viewers are more engaged versus those watching television

26. Let’s talk… Tim Hanlon Vivaki Tara Maitra Geoff Ramsey CEO eMarketer Avner Ronen Boxee Peter Naylor NBC Get the full deal: [email_address] TWITTER: @GeoffRamsey

27. Let’s talk… Tim Hanlon Vivaki Tara Maitra Geoff Ramsey CEO eMarketer Avner Ronen Boxee Peter Naylor NBC